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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

104 hedge funds and large institutions have $128M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

13% more funds holding

Funds holding: 92 → 104 (+12)

11% more capital invested

Capital invested by funds: $115M → $128M (+$12.9M)

0.8% more ownership

Funds ownership: 20.21% → 21.01% (+0.8%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.19M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Raymond James Financial
Raymond James Financial
Florida
+$923K
4
Osaic Holdings
Osaic Holdings
Arizona
+$621K
5
AAM
Advisors Asset Management
Colorado
+$559K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.86M
2
GC
Guggenheim Capital
Illinois
-$1.18M
3
IFG
Independent Financial Group
California
-$477K
4
RAM
Readystate Asset Management
Illinois
-$351K
5
LCM
Landscape Capital Management
New Jersey
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$668K -$38.8K -4,500 -6%
LSIA
27
LaSalle St. Investment Advisors
Illinois
$626K +$369K +42,773 New
PCM
28
Pointe Capital Management
Michigan
$620K +$3.6K +418 +0.6%
CF
29
Centaurus Financial
California
$618K -$6.4K -742 -1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$605K -$32.3K -3,743 -5%
Two Sigma Investments
31
Two Sigma Investments
New York
$527K +$502K +58,247 New
SAG
32
SageView Advisory Group
California
$520K +$175K +20,248 +54%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$479K -$37.1K -4,308 -8%
WWA
34
WCG Wealth Advisors
Nevada
$458K +$183K +21,224 +72%
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$451K +$32.6K +3,778 +8%
HighTower Advisors
36
HighTower Advisors
Illinois
$438K -$7.21K -836 -2%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$424K +$404K +46,892 New
RAM
38
Readystate Asset Management
Illinois
$412K -$351K -40,695 -47%
EM
39
ELCO Management
New York
$393K -$8.62K -1,000 -2%
NA
40
NewEdge Advisors
Louisiana
$362K -$4.31K -500 -1%
NS
41
NBC Securities
Alabama
$308K +$88.7K +10,284 +43%
WA
42
WESPAC Advisors
California
$303K – – –
DJYG
43
David J. Yvars Group
Florida
$300K +$45.8K +5,316 +19%
SPC
44
Sigma Planning Corp
Michigan
$292K -$12.5K -1,446 -4%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$290K +$276K +32,052 New
SWA
46
Stratos Wealth Advisors
Ohio
$271K -$10.3K -1,200 -4%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$257K +$245K +28,407 New
SWP
48
Semus Wealth Partners
Florida
$254K +$1.75K +203 +0.7%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$253K +$82.7K +9,588 +52%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$247K +$1.27K +147 +0.5%
1
2
3 4 5

ETJ Hedge Fund Activity: Q2 2025 in Review

104 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2025, worth a combined $128M — up 11% from $115M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.19M. The largest seller was Shaker Financial Services, cutting an estimated $1.86M.

  • 104 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $128M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2025 was Cornerstone Advisors, an estimated $2.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2025.